The Web-to-lead process enables a website to capture a lead from an HTML form on the website and insert it into the CRM application. The steps to implement this process within the CRM application follows a general path:
- Get the details on how to submit the form data from the website to the CRM application
- Create the website form
- Define the lead management process in the CRM which covers what to do with the lead once it is inserted into the CRM
This means that the lead can then be tracked and managed in the CRM application.
Here’s how to implement a web to lead form in:
- Pipeline CRM – Web to Lead